MongoDB, Inc.
MDB- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001441816
In the last 90 days, MongoDB, Inc. insiders filed 0 open-market purchases and 5 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $25.0B in total; ValueAct Capital is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in MongoDB, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 509
- −21 vs. Q2 2022
- Shares held
- 62.0M
- +341.9K (+0.6%) vs. Q2 2022
- Total value
- $12.3B
- −$3.71B (−23.1%) vs. Q2 2022
- New holders
- 69
- 199 more added
- Sold out
- 90
- 171 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 875 | $25.0B |
| Q1 2026 | 817 | $17.5B |
| Q4 2025 | 915 | $30.5B |
| Q3 2025 | 778 | $22.7B |
| Q2 2025 | 693 | $14.5B |
| Q1 2025 | 663 | $12.1B |
| Q4 2024 | 713 | $15.3B |
| Q3 2024 | 667 | $18.2B |
| Q2 2024 | 662 | $17.0B |
| Q1 2024 | 737 | $23.5B |
| Q4 2023 | 748 | $26.4B |
| Q3 2023 | 668 | $22.3B |
| Q2 2023 | 663 | $26.1B |
| Q1 2023 | 528 | $14.8B |
| Q4 2022 | 522 | $12.2B |
| Q3 2022 | 509 | $12.3B |
| Q2 2022 | 539 | $16.0B |
| Q1 2022 | 571 | $26.8B |
| Q4 2021 | 561 | $31.7B |
| Q3 2021 | 511 | $27.9B |
| Q2 2021 | 463 | $21.1B |
| Q1 2021 | 468 | $14.2B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding MongoDB, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BIT Capital GmbH | 715 | $142.0K | 0.03% | +715 | New |
| Advisors Asset Management, Inc. | 711 | $141.0K | 0.00% | −326−31.4% | Reduced |
| Financial Perspectives, Inc | 695 | $138.0K | 0.08% | +15+2.2% | Added |
| Seeyond | 666 | $132.0K | 0.02% | −34−4.9% | Reduced |
| American Portfolios Advisors | 654 | $129.9K | 0.01% | +102+18.5% | Added |
| Capital Impact Advisors, LLC | 628 | $125.0K | 0.12% | −188−23.0% | Reduced |
| Fifth Third Bancorp | 630 | $125.0K | 0.00% | +5+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 599 | $119.0K | 0.07% | +50+9.1% | Added |
| Nisa Investment Advisors, LLC | 560 | $102.0K | 0.00% | −2,610−82.3% | Reduced |
| Valley National Advisers Inc | 536 | $102.0K | 0.02% | +6+1.1% | Added |
| Emerald Mutual Fund Advisers Trust | 496 | $98.0K | 0.01% | +7+1.4% | Added |
| Allworth Financial LP | 450 | $89.0K | 0.00% | −68−13.1% | Reduced |
| Ellevest, Inc. | 437 | $87.0K | 0.01% | −293−40.1% | Reduced |
| Quadrant Capital Group LLC | 423 | $84.0K | 0.01% | +4+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 410 | $81.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 409 | $81.0K | 0.00% | +409 | New |
| Penserra Capital Management LLC | 323 | $64.0K | 0.00% | +8+2.5% | Added |
| Laurel Wealth Advisors LLC | 303 | $60.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 289 | $57.0K | 0.01% | +44+18.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 258 | $50.0K | 0.00% | −14−5.1% | Reduced |
| Pittenger & Anderson Inc | 253 | $50.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 251 | $50.0K | 0.00% | +235+1,468.8% | Added |
| Meeder Asset Management Inc | 217 | $43.0K | 0.00% | +152+233.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 215 | $43.0K | 0.00% | +215 | New |
| Steward Partners Investment Advisory, LLC | 208 | $41.0K | 0.00% | +20+10.6% | Added |
| Alta Advisers Ltd | 200 | $40.0K | 0.03% | +200 | New |
| Geneos Wealth Management Inc. | 198 | $39.0K | 0.00% | −376−65.5% | Reduced |
| Sentry Investment Management LLC | 168 | $33.0K | 0.02% | +168 | New |
| First Horizon Advisors, Inc. | 163 | $32.0K | 0.00% | −14−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 134 | $27.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 132 | $26.0K | 0.00% | −30−18.5% | Reduced |
| Cambridge Trust Co | 130 | $26.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 125 | $25.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $24.6K | 0.01% | +124 | New |
| Financial Avengers, Inc. | 120 | $24.0K | 0.02% | −15−11.1% | Reduced |
| Proequities, Inc. | 110 | $22.0K | 0.00% | −67−37.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 110 | $22.0K | 0.00% | +75+214.3% | Added |
| Elequin Capital LP | 104 | $21.0K | 0.01% | −152−59.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.0K | 0.00% | −300−75.0% | Reduced |
| AdvisorNet Financial, Inc | 100 | $20.0K | 0.00% | −66−39.8% | Reduced |
| Bartlett & Co. LLC | 100 | $20.0K | 0.00% | −27−21.3% | Reduced |
| Central Trust Co | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $19.9K | 0.00% | −27−21.3% | Reduced |
| HBC Financial Services, PLLC | 300 | $18.0K | 0.02% | −380−55.9% | Reduced |
| Covestor Ltd | 91 | $18.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 91 | $18.0K | 0.00% | +50+122.0% | Added |
| Adirondack Trust Co | 88 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 85 | $17.0K | 0.00% | +36+73.5% | Added |
| Riverview Trust Co | 84 | $17.0K | 0.02% | +84 | New |
| Psagot Value Holdings Ltd. / (Israel) | 82 | $16.0K | 0.00% | −4−4.7% | Reduced |
| First Financial Corp | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 82 | $16.0K | 0.00% | +74+925.0% | Added |
| Wipfli Financial Advisors LLC, | 69 | $14.0K | 0.00% | +69 | New |
| Harvest Fund Management Co., Ltd | 64 | $13.0K | 0.00% | −989−93.9% | Reduced |
| Credit Agricole S A | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $12.0K | 0.00% | +4+7.3% | Added |
| DuPont Capital Management Corp | 60 | $12.0K | 0.00% | +60 | New |
| Bank of New Hampshire | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 57 | $11.0K | 0.00% | +6+11.8% | Added |
| Rise Advisors, LLC | 51 | $10.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 50 | $10.0K | 0.00% | +50 | New |
| Pacer Advisors, Inc. | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 39 | $9.00K | 0.00% | +5+14.7% | Added |
| Lindbrook Capital, LLC | 38 | $8.00K | 0.00% | −136−78.2% | Reduced |
| HHM Wealth Advisors, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $8.00K | 0.00% | +39 | New |
| Glassman Wealth Services | 37 | $7.00K | 0.00% | +10+37.0% | Added |
| 1832 Asset Management L.P. | 31 | $6.00K | 0.00% | −1,190,169−100.0% | Reduced |
| Earnest Partners LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 30 | $5.96K | 0.00% | −50−62.5% | Reduced |
| Hantz Financial Services, Inc. | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14 | $4.00K | 0.00% | +12+600.0% | Added |
| Ancora Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $2.00K | 0.00% | −69−85.2% | Reduced |
| Salem Investment Counselors Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 5 | $1.00K | 0.00% | −18−78.3% | Reduced |
| Money Concepts Capital Corp | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Zions Bancorporation, N.A. | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Loomis Sayles & Co L P | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 5 | $993 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $596 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $397 | 0.00% | 00.0% | Unchanged |